Customer Success Representative
Core
Engage with high-intent inbound customers to guide them through loan applications and drive sales conversion.
Role type
Customer Success Representative (Sales/Conversion)
Builds
Personal loans for personal lending, renewable energy, and automotive finance markets
Domain
Fintech / Personal Lending
Deliverable
client delivery
Required skills
inbound sales, relationship building, multi-channel communication (phone, email, SMS, chat), CRM management, compliance adherence, pipeline management
Preferred skills
results-oriented mindset, trust-building, fast-paced environment adaptability
Responsibilities
Manage inbound customer enquiries and progress applications to funded loans; Explain loan options and address customer concerns; Re-engage warm leads and stalled applications; Maintain accurate CRM records and escalate complex cases; Collaborate with the team to improve sales performance